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Policy Paper 2006:
Learning Innovation for the Adapted Lisbon Agenda

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Distance Learning and eLearning in European Policy and Practice: The Vision and the Reality

Feedback to the Policy Paper 2004 from the European Commission

Liaison Committee Policy Paper 2002:
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Learning Innovation for the Adapted Lisbon Agenda

Policy Paper of the European ODL Liaison Committee, approved by the Member Networks and released 3 May 2006

1. INTRODUCTION: A NEW FOCUS

The Lisbon Agenda has been adapted in 2005 to act as an updated focus for European policy development. The adapted agenda calls for a strong and fundamental effort to equip the European citizens at all levels with the right knowledge, skills and attitudes, and society at large with a full understanding why this is needed. The present education and training systems are not completely equipped to face this challenge through conventional learning methods. A substantial amount of learning innovation will be required for which the knowledge base is only fragmentary now.

In the new environment, the flexible, open, innovative – the so called “atypical” – forms of education are certainly in the position to offer contributions and solutions not only to make possible a more effective and efficient investment in education and research, but also to bring learning opportunities closer to SMEs and to help individuals to be more prepared for their working life and citizenship agenda. It is worth recalling, that in 2004 a Policy Paper “Distance Learning and eLearning in European policy and practice: the vision and the reality” was delivered by the European Open and Distance Learning Liaison Committee (LC) to European and national policy makers in charge of learning innovation.

The Policy Paper was generally well received, broadly quoted and commented upon and produced a certain impact on European Commission action, particularly attracting the attention on the need of coordination among EC services, on the opportunity to connect the Lifelong Learning agenda and eLearning developments, and finally on the opportunity to consult more systematically the relevant professional networks and stakeholders on new policy developments.

Recognising that significant progress has been made in the last couple of years in many areas, the present document aims at pointing out a major problem that emerged in the last year of discussions on eLearning and ICT for learning: the knowledge gap on learning innovation.
This problem is deriving from (1) a lack of priority for a comprehensive learning innovation within research programmes and (2) the lack of accumulation and utilisation of current practice and the few available research results, including the consolidation of the knowledge gathered and available. For successful implementation both are needed in a well-constructed connection.

This paper of the Liaison Committee addresses the policy level issues of the Lifelong Learning context as a natural continuation of its earlier recommendations which mainly concerned open, distance and e-Learning. The Committee feels that it is now the right moment to call attention to these issues, since the experience of the member networks, each one in its own environment, shows that it is not possible to bring ICT-supported learning innovation into mainstream education and training if the supportive environment and the right context are lacking. Sustainable improvement can only be reached if the use of ICT and flexible focus of learning are proposed not as a specialised theme in the periphery of policy discourse, but at the heart of it.
The following sections 2 and 3 attempt to clarify the present situation, while the final section 4 proposes a few recommendations for urgent action by EU institutions, national governments and other stakeholders of education and training systems.

2. A RENEWED AND RE-ORIENTED INVESTMENT IN RESEARCH

It is widely accepted that Human Resources are the determining factor for the drive towards competitiveness and growth in the knowledge-based economy and are critical to the achievement of inclusiveness, social cohesion and equity. In parallel, globalisation, suggesting mobility for goods, services, labour, ideas and societal practices, coupled with the pervasive effect of the proliferation of information and communication technologies, is exercising a strong pressure on existing education and training (E&T) systems, which run the risk of losing relevance and effectiveness. In the past, these notions have been stressed time and again; however, in our view they lack until now comprehensive rethinking, supported by validated experience and solid research.

Educational research that is relevant within the actual policy context, timely, conceptually ambitious, culturally sensitive and, above all, of convincing scientific quality is now essential for the long-term success of Europe.
In all recently adopted Communications (and Reports, EU Policy Frameworks, etc), education, training, human resources and employability are being intertwined and increasingly related to reforms in national learning systems in Europe, in the frame of the lifelong learning perspective.

In order to conceptualize effectively the contribution of national and European E&T policies in achieving the goals set at political level in terms of development, employment, etc., it seems appropriate to recall the main relevant European policy documents produced over the last four years. In fact, education and training are exemplary as policy area for subsidiarity to play its full role – also according to the treaty establishing the European Communities –, and the increase of the quality and the scope of EU initiatives fostering E&T quality, access and openness has been spectacular.

In particular, six relevant strands of actions related to E&T research can be identified:

  • The adapted Lisbon strategy
  • The European Employment strategy
  • The commitment of the EU vis-à-vis Lifelong Learning
  • The actions aimed at increasing mobility of learners, trainees and workers
  • The Copenhagen Process of enhanced cooperation in the field of Vocational Education And Training
  • The European Social Agenda

In spite of the fact that all these policy strands recognize the priority of human resources development and citizens’ empowerment, research on education and training in Europe is presenting a number of critical weaknesses, which might jeopardize the ambition of Europe to grow and generate new employment.

Notwithstanding the importance of independent (i.e., not policy-driven) critical research, some key problems that European research in E&T present today can easily be identified:

  • It is often poorly connected with the changes and innovation processes taking place in education and training systems and it is insufficiently focused on the challenges that E&T systems are facing;
  • It is often limited by national disciplinary and curricular logics and funding streams and, consequently, does not often adopt an integrated thematic approach;
  • At the national level, research on E&T often depends on both the education and the research authorities, among which a higher degree of coordination and synergy should be expected.
  • In several countries it tends not to be exposed to internationalization and to be limited to the “national traditional mainstreams”. This fact does not contribute to a high reputation of educational research within the international research community;
  • At the EU level, in each of the DGs that provide funding to E&T research such research does not get high priority in the relevant Programmes (e.g. IST,
    Priority 7) while in specific E&T innovation Programmes Leonardo, Socrates, or Employment innovation oriented initiatives (EQUAL, European Social Fund) insufficient resources can be devoted to studies and research; furthermore, the efforts of these entities and programmes are not enough coordinated among themselves and with the respective national authorities;
  • The scale of research funding is a very small percentage of the overall expenditure on education and training.

In order to improve the state of the art of research on Education, Training and Lifelong Learning at national and at European level – and so to increase its contribution to and impact on the required learning innovation –, it is necessary to devote higher attention to this field in terms of policy attention, implementation effectiveness and resources. This should be done at complementary levels, by improving coordination, evaluation and utilization.

This does not mean to limit fundamental and curiosity-led research, but to find a balance between autonomy/originality and the need for research leaders to be accountable to society on how and where they direct research resources when a compelling need to produce an impact exists in education and training systems, and in society at large.

We therefore propose the following concrete initiatives:

  1. to promote educational innovation research and its coordination by well-organized measures at EU and national level. An effort should be made to create a visible and interdisciplinary area for research on learning innovation within the EU 7th Framework Programme for RTD, within the new Integrated Programme on Lifelong Learning and in the DG Employment and Social Affairs action lines devoted to innovation; the same should apply to National Research Plans, many of which tend to reproduce the architecture of the EU Framework Programme. At present finding a “place” and a funding opportunity for integrated and interdisciplinary research on learning system interaction is often impossible since every specific programme stresses much more technological or social aspects of research, defining “not innovative enough” or “not corresponding to the work plan requirements” any proposal which tries to balance and integrate the different perspectives through which one can study learning systems innovation.
  2. to increase the relevance of educational research in Europe, with a focus on meaningful linking and integrating the existing research domains (pedagogy, psychology, technology, organization, economics, institutional reform, links to society, etc.), establishing further interdisciplinary contexts that might better relate to the present and future challenges of learning systems, according to new thematic clusters. An effort is required to make the research community understand the societal demand for accountability and relevance of educational research;
  3. to evaluate and systematically utilize research results, thus maximizing the impact of research on innovation and effectiveness of education and training systems, and strengthening the case for increased funding to educational research.

3. A LACK IN ACCUMULATION AND UTILISATION OF AVAILABLE KNOWLEDGE

An excuse for not investing more in educational research might be that there are already so many results which are not used in practice that the first priority should be to transfer existing results to the educational practice.

Although this is not a good reason to limit investment in research, the argumentation contains a very good point: research results – and more generally experience and knowledge derived from innovative practice – are presently under-utilised in mainstream practice.

There are, in fact, several aspects in this problem that, in a rather simplified diagnosis, can be summarised as follows:

  • the lack of accumulation of available knowledge, a typical “not invented here” syndrome that makes both researchers and innovative practitioners prefer “starting from scratch” and be “new heroes” of learning innovation in their own environments rather than build on recent progress made by someone else;
  • the limited effort done to circulate results of innovative projects when the funding life-cycle expires;
  • the lack of awareness by decision makers of promising – but small-scale – innovation results achieved by pilot projects and action-research;
  • the objective difficulty to implement system level innovation in education and training institutions that have limited possibility (financial resources, flexibility, real autonomy, etc.) to activate change levers;
  • the ways to promote top-down innovation initiatives are not always “user friendly”, and the implementation models seldom allow people on the front-line
    – typically teachers and trainers – to take the necessary time and knowledge to become owners of the innovation proposed. That is usually stigmatised as “resistance to innovation” but is frequently a well-founded resistance to “unconvincing innovation”, plans that do not match, nor negotiate with the visions of the world of the interested stakeholders. Institutional leadership should create top-down the necessary conditions for fruitful bottom-up initiatives.

Each of these five aspects of the problem requires action at the level of European Institutions, National and Regional Governments and other policy makers, not in the last place at institutional level. In particular, while we appreciate the increased focus that European Programmes put in recent years on valorisation, dissemination, sustainability and mainstreaming at project level as a criterion for selection of new proposals (and see the risk of a certain routine emerging without real change), we would like to attract the attention on the need to work at a more systemic level on knowledge accumulation and dissemination.

Not all the responsibility has to be put on project partnerships. Thematic showcases of project results - preferably cross-programme - might be an easier source of information and documentation than hundreds of half-dead project web-sites.

Encouragement to utilise research results and to implement large scale innovation should be made available at all levels of policy making, from the European Education Council to the leadership of education and training institutions; and encouragement does not only consist of visions and framework policy papers: it needs to include top level commitment, reward to innovators, strategies and monitoring instruments that help to learn from mistakes rather than killing anything that does not perform perfectly after two years and institutional sanctioning of actors involved..

This culture of support to innovation – that is claimed as necessary in the European economy and society – needs to be embedded first of all in every part of our education and training systems. If it does not happen within learning systems, it is very unlikely to happen in society at large.
The capabilities in education institutions to implement learning innovation using ICT have been analysed in earlier papers of the Committee and in the HECTIC project.

4. RECOMMENDATIONS

Several points of action can be identified from the considerations expressed in the previous sections. Some call for immediate intervention, while others are more directed to set renewed working conditions to better link policy, research and innovative practice.

4.1 RECOMMENDATIONS FOR URGENT ACTION AT EU LEVEL

U1. Establish a consultation and operational framework to guarantee sufficient resources for education and learning innovation research, eventually establishing a Bridge Programme or Action Line on Learning System Innovation, at both EU and national level. If this objective cannot be achieved, at least guarantee that existing work plans encourage and welcome an integrated and interdisciplinary approach to learning systems innovation.

U2. Increase the space and funding for research and evaluation within the new integrated programme for Lifelong Learning and within the DG Employment and Social Affairs initiatives oriented towards innovation, so to encourage the necessary links among Innovative Practice, Policy Making and Research.

U3. Guarantee that the new Lifelong Learning Programme pays sufficient attention and devotes appropriate resources to flexible and distance learning and technology supported learning, especially for the hitherto neglected areas of informal and non formal learning.

U4. Make sure that – when the new generation of European Programmes is starting in 2007 – visible research results and previous projects results are made available, in a user-friendly thematic approach, to new proponents to avoid massive
“ re-inventing the wheel” and waste of public resources.

U5. Dedicated policies at European and national/regional levels will be needed to stimulate and support leaders in E&T institutions to decide on and implement the strategic changes they opt for. These policies should address coherently personal and institutional development aims, to guarantee full adoption of the innovation agenda at all operational levels.

4.2 RECOMMENDATIONS FOR SYSTEMIC INNOVATION SUPPORT AT ALL LEVELS

S1. Link educational policies to broader innovation, competitiveness and inclusion policies in order to respond to the needs for education and training that result from the adapted Lisbon Agenda.
Involve the professional environment both in the definition of the new Lifelong Learning Programme and in the implementation of its strategic actions.

S2. Develop effective mechanisms to let all stakeholders contribute to the development of a new research agenda. Promote utilisation of research results by stimulating both researchers and “research users” (practitioners, policy makers, education and training institutions) to establish collaboration channels and to adopt mutually understandable terms, concepts and – most importantly – some common value commitments and visions on future Lifelong Learning in Europe.

S3. Make all possible efforts to develop a culture of innovation in all education and training institutions and in all policy making bodies; concrete support and rewarding mechanisms have to be given as much importance as strategic orientations and financial resources to this purpose.

S4. Efficiently combine top-down and bottom-up approaches to learning system innovation, always reminding that innovation cannot be imposed: it has to be adopted, and the energy and motivation at all levels can only be sustained by promoting and allowing ownership of innovation by all stakeholders.

S5. More effective communication approaches are needed to involve media and create public awareness, but also to establish the capacity of policy makers to listen to the suggestions and the proposals coming from all stakeholders of the education and training systems. Transparent, coherent and service/support-oriented policy making processes and policy-derived Programme/project structures are strong motivators for the uptake of relevant and sustainable change.

The European ODL Liaison Committee and its Member Networks are available for European and national/regional authorities to support policy design, development and implementation as discussed in this Paper. They can provide unbiased practice-based expertise in almost all EU Member States covering most sectors of education and training. They can be instrumental in guaranteeing the flow of information, suggestions and feed-back which in our view is indispensable for the shaping of a Europe which is capable of playing a leading role in a changing world.

3 May 2006

 

At present the following organisations are members of the European ODL Liaison Committee:
EuroPACE, Leuven
European Association for Distance Learning (EADL), Arnhem
European Association of Distance Teaching Universities (EADTU), Heerlen
European Distance and E-learning Network (EDEN), Milton Keynes/Budapest
European Federation for Open and Distance Learning (E.F.ODL), Gent
European Universities Continuing Education Network (EUCEN), Barcelona
International Council for Open and Distance Education (ICDE-Europe), Oslo

Liaison Committee contacts:
dr Andras Szucs, Secretary, andras.szucs@eden-online.org
dr Peter Floor, Chairman, floor.p@planet.nl

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